FPWM
BRW

FSB Premier Wealth Management’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

FSB Premier Wealth Management’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-161
Closed -$1K – 180
2021
Q4 		$1K Buy
+161
New +$1.47K ﹤0.01% 503

Other funds holding BRW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

FSB Premier Wealth Management's BRW Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2022, closing a stake of 161 shares — an estimated $1K sold.

FSB Premier Wealth Management first reported a position in BRW in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 75 funds tracked by Wall St. Rank hold BRW as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 161 Saba Capital Income & Opportunities Fund shares in Q1 2022, an estimated $1K.
  • FSB Premier Wealth Management first reported a position in Saba Capital Income & Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Saba Capital Income & Opportunities Fund position peaked at $1K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.